IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,540
New
Increased
Reduced
Closed

Top Buys

1
+$377K
2
+$76K
3
+$53.8K
4
HIVE
HIVE Digital Technologies
HIVE
+$52K
5
IVR icon
Invesco Mortgage Capital
IVR
+$48.6K

Top Sells

1
+$1.52B
2
+$22.6M
3
+$9.68M
4
T icon
AT&T
T
+$3.42M
5
XYL icon
Xylem
XYL
+$2.61M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$687K 0.02%
5,890
702
$687K 0.02%
16,696
703
$687K 0.02%
13,217
704
$686K 0.02%
13,866
705
$685K 0.02%
7,282
706
$684K 0.02%
32,134
707
$681K 0.02%
15,378
708
$680K 0.02%
53,217
709
$677K 0.02%
16,551
710
$672K 0.02%
16,624
711
$671K 0.02%
8,294
712
$671K 0.02%
24,422
713
$671K 0.02%
33,330
714
$671K 0.02%
26,758
715
$671K 0.02%
27,753
716
$670K 0.02%
26,758
717
$668K 0.02%
9,628
718
$668K 0.02%
9,981
719
$665K 0.02%
9,529
720
$662K 0.02%
26,197
721
$661K 0.02%
10,885
722
$661K 0.02%
12,056
723
$659K 0.02%
5,781
724
$657K 0.02%
20,331
725
$656K 0.02%
32,343
27 28
29
30 31